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Agentic Project Management: TaskRay AI
AI Powered Project Management for Customer Delivery
Overview
TaskRay AI, powered by Agentforce, moves project work forward inside Salesforce. It turns updates and questions into action by creating tasks, prioritizing work, balancing workloads, and summarizing projects so teams stay focused on quality execution.
See How Agentic Project Management: TaskRay AI Works
✦ Agentic Project Assistant for Project Delivery ✦ TaskRay AI acts as a work agent in Agentforce, helping project managers prioritize work, surface risks, and keep milestones on track using full Salesforce project context.
✦ Native to Salesforce, Powered by Agentforce ✦ Built directly on Salesforce, TaskRay AI operates within your existing data, workflows, permissions, and governance. No syncing, no disconnected tools, no partial views.
✦ Turn Inputs Into Action ✦ Convert meeting notes, updates, and questions into assigned tasks, prioritized work, and clear project summaries, right where delivery happens.
✦ Less Admin, Smarter Delivery ✦ TaskRay AI takes initiative on time-consuming project management tasks like prioritization, staffing suggestions, and follow-ups, so teams stay focused on high-quality delivery.
✦ Predictable Delivery, Faster Time to Value ✦ By keeping work moving and dependencies visible, TaskRay AI helps customers reach value sooner, supporting earlier revenue recognition and stronger customer outcomes.
✦ Transform Projects into Profits ✦ Faster project delivery reduces costs, speeds up cash flow, and improves your team’s productivity and profitability.
TaskRay AI is an agentic project assistant, native to Salesforce and powered by Agentforce, that helps project teams move work forward by taking initiative on everyday project management busywork. Operating as a trusted work agent inside TaskRay, TaskRay AI turns updates, questions, and inputs into real action. It helps teams onboard customers, employees, and new technology faster while keeping delivery predictable and on track. Through TaskRay AI Agent Actions, teams can automatically prioritize work, create tasks from meeting notes, summarize project status, balance workloads, and guide time tracking. The result is less manual effort, fewer follow-ups, and smoother execution at every stage of delivery. Simply ask natural questions like, “What projects need my attention today?” TaskRay AI responds with prioritized, in-context actions based on real project data, deadlines, and workload. Native to Salesforce, TaskRay AI is enterprise-grade, operating within existing security, permissions, and governance models. No external systems, no disconnected tools, and no data leaving Salesforce. Learn more at https://taskray.com/taskray-agentforce.
Categories
- Business Needs
- Process ManagementProject Management
- Industries
- Financial ServicesHealthcare & Life SciencesHigh Tech
- Personas
- AdministratorBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package